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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,422 | $209,422-93.1% | $178,503-91.9% | $158,982-90.9% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | -0.17% | 188.81%-189.0pp | 151.12%-151.3pp | 302.99%-303.2pp |
| Employer contribution / active EE | $2,118 | $5,707-62.9% | $5,011-57.7% | $4,763-55.5% |
| Participant deferral / active EE | $2,786 | $5,955-53.2% | $5,202-46.5% | $5,983-53.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |